+429.0%
ENPH vs HSY
+297.6%
+131.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.1% | +6.7% | +6.7% |
| 7D | +9.3% | -1.6% | +10.8% | +9.9% |
| 30D | -7.3% | -4.2% | -3.0% | -5.8% |
| 3M | -31.7% | -0.7% | -31.0% | -32.2% |
| 6M | -3.5% | -21.8% | +18.3% | +5.1% |
| YTD | +21.2% | -2.7% | +23.8% | +19.0% |
| 1Y | +0.1% | -4.8% | +4.9% | -0.9% |
| 3Y | -67.7% | -9.4% | -58.3% | -67.9% |
| 5Y | -76.2% | +11.3% | -87.5% | -79.2% |
| 10Y | +2,057.2% | +125.0% | +1,932.2% | +1,255.2% |
| All | +429.0% | +297.6% | +131.4% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling